Beijing News shell financial reporter Lin Zi
Tesla's price increased 3 times in 8 days, and BYD and Xiaopeng increased prices successively, which allowed some car owners and "scalpers" who placed orders before the price increase to find business opportunities.
On March 19, the Beijing News Shell financial reporter identified nearly 10 "scalpers", many car owners and many platforms as consumers. Due to the price increase of many models of new energy vehicles, many car owners intend to sell orders that have not been priced before, and some people shouted out a transfer fee of 20,000 yuan.
At the same time, the "scalper" also comes to harvest the difference: after acquiring the orders of some car owners, after sharing with the owners, the next family can buy new cars at a lower price than the official website. "To put it bluntly, this is what I make, you save money," a "scalper" told Shell financial reporters. It should be noted that some of these "scalpers" are acting as middlemen in their personal capacity, and some are involved in this transaction as a regular second-hand car company.
The reporter also noticed in the investigation that the standard version orders of the lower-priced Model 3 and Model Y were extremely sought-after.
A "scalper" in Wuhan directly suggested that the reporter change the model Y's long-endurance version order to a standard endurance order, because the long-endurance version is too expensive, there are not many people to buy, if the reporter is willing to change the order, he immediately bought the order at a price of 6,000 yuan, and the model 3 order has been robbed.
Price increases, orders and pick-up times have combined to shape this market.
Zhang Xiang, a researcher at the Automobile Industry Innovation Research Center of North China University of Technology, told the Beijing News Shell Financial Reporter that this round of new energy vehicle price increases should be maintained for about half a year.
In the face of today's frequent "scalpers", some car companies have decisively intervened. A Tesla "non-resale commitment letter" has been circulated online, which requires the owner of a cumulative order to buy multiple Tesla vehicles to promise not to resell to a third party within one year, and the violator pays a penalty of 20% of the vehicle's fare.
In this regard, Tesla staff told Shell financial reporters that this move is to prevent "scalpers" from reselling cars in advance.
Due to the price increase of many models of new energy vehicles, many car owners or "scalpers" intend to sell orders that have not previously increased prices, and some people shouted out a transfer fee of 20,000 yuan.
Tesla's price increased 3 times in 8 days, and some car owners transferred unexpended orders to ask for 20,000 yuan
With Tesla's price increase 3 times in 8 days, a large number of car owners began to sell their orders in their personal capacity.
When consulting on a second-hand platform, Shell financial reporters found that many car owners changed orders at a price of 3,000 yuan to 8,000 yuan. A car owner in Beijing's Chaoyang District said he ordered the Model Y on November 12, 2021, when the total price after the optional installation was 284,000 yuan. However, now the same configuration of the model has increased by 40,000 to 320,000 yuan, if the owner now to the official website to book a car, the maximum pick-up cycle of 4 months.
The owner of the sales indicator said that as long as he pays a transfer fee of 8,000 yuan, he can arrange to pick up the car at any time. There are also a number of owners who also transferred the Model Y order at a price of 8,000 yuan directly said on the homepage that "no bargaining" and "this price can make you spend more than 30,000 less.".
A car owner in Urumqi, Xinjiang, said he ordered the Model Y rear-wheel drive version around December last year and is now transferring the order for a transfer fee of 15,000 yuan. A car owner in Nantong, Jiangsu Province, said he bought the Model Y for 276,000 yuan and is now transferring the order for a transfer fee of 18,000 yuan.
On another platform, there are also a large number of car owners in the transfer of orders, and some car owners have called out a price of 15,000 yuan.
"Chengdu black Model Y long-lasting version, order transfer before the price increase, probably can be about 30,000 cheaper than now, a week to pick up the car." "I ordered the Model Y last year and have not yet picked up the car, the order price is 276,000, and now the official website has increased by 40,000, and I only increased the price by 15,000 to sell."
Not only the Model Y, Tesla's other flagship model, the Model 3, was also popular.
A car owner in Shenzhen, Guangdong Province, said he ordered the Model 3 for 250,900 yuan at the time and now transfers the order for 8,800 yuan. There is also a car owner in Xuzhou, Jiangsu Province, in the transfer of Tesla Model 3 high-performance version of the order with a transfer fee of 9,000 yuan, the owner said that "I personally accompanied the transfer, the car I did not touch the whole process" "buy to earn, save tens of thousands of yuan."
A car owner in Taiyuan, Shanxi, said that his Model 3 of 255,000 yuan is now transferring the order at a transfer fee of 20,000 yuan and transferring it directly.
The same is true of Xiaopeng, whose price has been rising recently.
On March 18, Xiaopeng Automobile issued an explanation on the price adjustment of the model. Xiaopeng Motors said that affected by the continuous sharp rise in the price of upstream raw materials, Xiaopeng Motors will adjust the price of the models on sale, and the increase in the price before the subsidy will range from 10,100 to 20,000 yuan.
A car owner in Chengdu, Sichuan Province, said that he ordered the Xiaopeng P5 in December last year, and now charges a transfer fee of 3,000 yuan to transfer the order before the price increase. Another owner of the car in Yangzhou, Jiangsu Province, said that his order to transfer Xiaopeng P5 for a transfer fee of 10,000 yuan was "now more than 20,000 expensive."
Scalper "harvest": according to market demand to buy orders, claiming to pick up the car package transfer
The new car order transfer business opportunity has obviously attracted many "scalpers".
Due to the limited number of buyers and limited energy that the owners themselves can dock, many car owners choose to sell the car to the "scalper" and quickly sell.
"If you squat a Model Y or Model 3 and haven't picked up a car, you can sell me the order" "You pick up the car first, and then transfer it to me", on various platforms, the acquisition is endless.
On March 10, Tesla announced that the Model Y long-endurance version rose from 347,900 yuan to 357,900 yuan, and the Model Y high-performance version rose from 387,900 yuan to 397,900 yuan.
On March 15, the Model Y long-endurance version continued to rise from 357,900 yuan to 375,900 yuan, while the Model Y high-performance version continued to rise from 397,900 yuan to 417,900 yuan.
On March 17, the base price of the Model Y rear-wheel drive version was raised by 15,060 yuan to 316,900 yuan.
It should be noted that some of these "scalpers" are acting as middlemen in their personal capacity, and some are involved in this transaction as a regular second-hand car company.
"If you sell to me, I will add 3,000 yuan to you according to the order price", a "scalper" told the shell financial reporter that if the reporter has a Model Y long-endurance version, now the official website price has been about 30,000 yuan more expensive than the order price, he can increase the price of 3,000 yuan, spend 350,900 yuan, take the order to mention the first-hand car, and then sell it to the user.
Since the price of the official website of the current Model Y long-lasting version has risen to 375,900 yuan, 25,000 yuan is a profit margin that can be negotiated.
Scalper suggested changing the Model Y's long-endurance order to a standard endurance order because the long-endurance version was too expensive and not many people bought it.
Wuhan "scalper" scalping operation is more skilled, he directly suggested that the reporter to model Y's long-endurance version order to the standard endurance version order, because the long-endurance version price is too expensive, not many people buy, if the reporter is willing to change the order, he immediately at a price of 6,000 yuan to buy the order.
Shell financial reporters noticed in the investigation that the model 3's unpriced orders were extremely sought-after.
On March 15, tesla's official website update showed that the price of the Moedl 3 standard version with a large number of buyers increased by 14,000 yuan, and the final offer was 279,900 yuan.
"Now there are very few brand new cars in Model 3", Wuhan "Scalper" told reporters that he had previously sold a new car at a price of 262,800 yuan, 17,100 yuan lower than the official website price, directly "killed", ready to raise the car price to 268,000 yuan in the future, 11,900 yuan lower than the official website price.
A "scalper" in Xi'an told reporters that there are too many Tesla orders on hand, and many people will immediately transfer themselves after calling a car, and the price increase is basically similar to 3,000 yuan. He said that the new Model 3 used car in his hand is also a few thousand yuan cheaper than the official website, "After we get the order, we go directly to the delivery center to pick up the car and transfer."
He introduced to reporters that some car owners have orders before the Model 3 standard version has not increased in price, the price is 265,900 yuan, and after the scalper receives this order, the price increase is about 6,000 yuan to 272,000 yuan sold to the user, and the profit is divided between the owner and the "scalper". Although the "scalper" made the difference as a middleman, the user's car purchase price is still about 8,000 yuan cheaper than the price of 279,900 yuan on the official website.
"This car is expected to be able to go to the delivery center to pick up the car on March 21, directly drive out we can do (transfer), now there are several people want to pay me a deposit", "scalper" said that this car is extremely hot, "now there is no circle of friends, a circle of friends a lot of people want."
For the transfer procedures, he introduced that he is a regular second-hand car company, after picking up the car, first get on the license plate, and then wait for three days to go to the vicinity of the company to handle the transfer, "no trouble, the whole process we operate, we have staff to take you, only need you to provide documents, sign, it is good."
He said that even if the transfer is processed, the car can still enjoy the manufacturer's warranty. Although the transfer was made once, because the former owner has not driven, and the time to pick up and transfer the car is short, when it is sold again, it is generally counted as a second-hand car instead of a third-hand car.
However, Chen Zhen, a lawyer at Henan Yulong Law Firm, told reporters that buying Tesla in the above way seems to be buying a new car, but in fact buying a second-hand car, and then selling it later is a third-hand car, and the legal risk problems existing in the transaction, such as "the vehicle cannot be transferred", "concealing the true data of the vehicle mileage", "the accident vehicle information is opaque and asymmetrical" and other issues.
When will the chaos end? Can the "letter of commitment not to resell" cure the root cause?
A Tesla "no resale pledge letter" has been circulating online. Tesla staff told Shell financial reporters that this move is to prevent the "scalper" from reselling after booking the car in advance.
In the face of the frequent appearance of "scalpers", some car companies have decisively intervened. A Tesla "non-resale commitment letter" has been circulated online, which requires the owner of a cumulative order to buy multiple Tesla vehicles to promise not to resell to a third party within one year, and the violator pays a penalty of 20% of the vehicle's fare.
It should be pointed out that the current new energy used car market is extremely hot and the breeding of scalpers is closely related to the rising price of new energy vehicles.
Ms. Lin, a consumer who holds coins to be purchased, said: "They are all rising in price, and they don't know how to feel anymore." Fuel trucks are expensive to refuel, trams are expensive to buy, and it is not cheap to buy anything. If you're not in a hurry, you can wait. Maybe after half a year, the environment will be better. ”
However, a short-term price pullback is unlikely.
"My speculation is that the rear-wheel drive models of Tesla Model 3 and Model Y may also have the risk of price increases," a salesperson told reporters after Tesla's price increases 3 times in 8 days. According to his speculation, after two consecutive price increases in the long-endurance version and the high-performance version of the Model Y, the profit value has been met at the current raw material cost price, but the rear-wheel drive model has not yet met the profit value. Moreover, if the price of raw materials continues to rise in the future, Tesla's price should also continue to rise.
The salesperson further explained that Tesla's profit value continues to remain around 27%, and if the cost rises, the price will rise.
When tesla entered the Chinese market in 2014, tesla issued an open letter that mentioned the pricing logic of the Model S 85 kWh model priced at 734,000 yuan, "every car sold by competitors in China is twice as profitable as in the United States or Europe" and "what we value is transparency."
Since January 2022, the price increase of new energy vehicles has become a "common phenomenon".
It should be noted that this price increase has affected the entire new energy vehicle industry.
In addition to the above-mentioned Tesla and Xiaopeng price increases, on March 15, BYD issued an announcement that due to the continuous sharp rise in raw material prices, BYD Automobile will adjust the official guidance price of new energy models related to Dynasty Network and Ocean Network, ranging from 3,000 to 6,000 yuan.
On March 16, Chery New Energy issued an announcement that Chery New Energy Will adjust the official guidance price of new energy models related to Small Ant, ranging from 3,000-6,000 yuan.
Behind the price increase: the lack of core is still the same, and the price of raw materials such as lithium and nickel has risen
Since January 2022, the price increase of new energy vehicles has become a "common phenomenon".
"We think that we can carry it (now) a little, but it doesn't mean that we can carry it next year, this year it is hard." In October 2021, Xi Zhongmin, deputy general manager of GAC Aean, expressed his concern about the price increase in the supply chain link to shell financial reporters at the 2021 automotive supply chain conference.
GAC Aeon raised the price of its products in early January and early March 2022, with an increase of 2,000-10,000 yuan.
A number of industry insiders analyzed to reporters that in the new energy vehicle industry chain, raw materials such as lithium, the main material of power batteries, and nickel, the main material of parts, are rising sharply. In addition, at the beginning of the year, many enterprises raised prices on the grounds of subsidy decline.
After the continuous price increase of upstream raw materials, on March 21, the relevant person in charge of the Ningde era told the Beijing News Shell financial reporter, "Affected by the upstream price increase, the price of some battery products has been dynamically adjusted." The relevant person in charge of a new energy vehicle company said in an interview with the media that since the second half of last year, the price of power batteries in the Ningde era has increased twice.
Guosheng Securities Research Report shows that since the beginning of 2022, the price of raw materials such as power batteries and bulk commodities has continued to rise, the supply of superimposed chips is insufficient, and the operating pressure of car companies is relatively large, in order to cope with the upward cost, a number of new energy vehicles have increased in price, ranging from thousands of yuan to tens of thousands of yuan.
Guorong Securities pointed out that the current price of lithium carbonate, a raw material related to electric vehicles, has exceeded 500,000 yuan / ton, an increase of 87% this year, and the price of Lun aluminum has exceeded 23,000 yuan, which is also close to the previous new high, and the nickel price has also continued to reach a new high. Lithium and nickel prices continue to hit record highs, bringing greater uncertainty to the market.
"The price increase of lithium, nickel and other raw materials may last for half a year to a year, and the possibility of Tesla's price reduction in the last six months is very low, and the stop loss is the only thing that can be done now," Tesla sales staff told reporters.
In fact, in the context of rising raw materials, the industry has constantly called for the localization of parts and components.
Tianfeng Securities Research Report shows that the shortage of automotive chips continues, or will continue throughout the year. However, at present, the localization rate of chips is less than 1%, and securities companies are optimistic about the acceleration of the development of China's core automotive chip manufacturers under opportunities such as domestic substitution, industrial chain restructuring, and capacity transfer.
However, Zhang Xiang told shell financial reporters that not only the price of raw materials has risen, but also affected by the epidemic and other aspects, the price of domestic parts and components is also rising, thus pushing up the price of some domestic new energy vehicles.
In Zhang Xiang's view, the current price increase of new energy vehicles is mainly because of the contradiction between supply and demand, the demand for new energy vehicles is too large, and the supply of raw materials is insufficient, "when raw materials can meet the market demand for new energy vehicles, the price increase will stop."
WeChat public number: used car wisdom Pan Pan (id: carman228)
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